Recurring Invoices

Hire or Sales invoices can be set as Recurring invoices to repeat at regular intervals until the hire or subscription is discontinued.

Typically, this function is used when your customer has a re-occuring charge, such as a subscription or service.
Or, when you Invoice them weekly for a Hire.

Outside of that, Monthly Invoices are usually best handled with the EoM Rollover Screen.

Set an invoice as recurring

1. Open any existing Invoice or create a new Invoice as normal.

2. Set the Invoice Date, Booked From, and Booked To dates to reflect the first billing cycle.
   For example:
   In a weekly billing scenario, this may be Invoice Date 1/01/2023, Booked From 1/01/2023 8:00 am, Booked To 8/01/2023 8:00 am.
   The recurring process will duplicate the Invoice and push the Invoice Date, and the Booked/Hired dates back a week, and effectively the next Invoice will be 8/01/2023 8:00 am > 15/01/2023 8:00 am, and so on.

3. To block out the availability of hire items until the recurring hire is eventually returned, you need to check the TBA box located above the Booked To field.
   At this time, there is no way to set an end date for long-term recurring Invoices and they are regarded as open-ended until discontinued.

4. Click the Options button located at the top right.

5. Click Set As Recurring.
   You are taken to the Recurring Invoice page.

6. The Reference will default to the customer name (and customer Code if used).

7. Change the Repeat dropdown to a different interval if required, the default is Monthly.

8. Click Save New.